Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Cor (SPBO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.21K+ 8.75% |
$92.2K - $95.5K
|
39.9K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.31K+ 9.98% |
$37.8K - $39.1K
|
14.5K
$425K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
91+ 1.0% |
$2.62K - $2.71K
|
9.21K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.62% |
$115 - $119
|
251
$7.37K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.17K+ 2.78% |
$62.5K - $64.7K
|
80.3K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 3.9% |
$1.09K - $1.13K
|
1.01K
$29.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
55.3K+ 4.1% |
$1.59M - $1.65M
|
1.4M
$41.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
162K+ 29.43% |
$4.67M - $4.83M
|
714K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
327K+ 19.48% |
$9.41M - $9.74M
|
2.01M
$58.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-18.5K- 40.5% |
$532K - $551K
|
27.2K
$798K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.4K- 1.63% |
$97.7K - $101K
|
205K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
127KNew |
$3.65M - $3.78M
|
127K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-853- 6.79% |
$24.5K - $25.4K
|
11.7K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.1K+ 6.64% |
$1.73M - $1.79M
|
964K
$28.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
321+ 0.94% |
$9.24K - $9.56K
|
34.4K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.76K+ 16.02% |
$281K - $291K
|
70.7K
$2.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
72New |
$2.07K - $2.14K
|
72
$2.11K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
207New |
$5.96K - $6.17K
|
207
$6.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50K+ 64.31% |
$1.44M - $1.49M
|
128K
$3.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 1.01% |
$633 - $655
|
2.2K
$64.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.33K- 5.72% |
$38.1K - $39.5K
|
21.8K
$641K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
458+ 3.75% |
$13.2K - $13.6K
|
12.7K
$372K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.51K- 0.84% |
$43.4K - $44.9K
|
178K
$5.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-32.2K- 56.44% |
$926K - $958K
|
24.8K
$729K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.28K- 14.34% |
$36.9K - $38.2K
|
7.67K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.64K+ 6.6% |
$76K - $78.7K
|
42.6K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-67K- 22.73% |
$1.93M - $2M
|
228K
$6.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
16+ 0.07% |
$460 - $477
|
21.5K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-15.1K- 92.41% |
$434K - $449K
|
1.24K
$36.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.5K+ 116.38% |
$187K - $193K
|
12.1K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
867K+ 57.98% |
$24.9M - $25.8M
|
2.36M
$69.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.56K+ 12.42% |
$160K - $166K
|
50.3K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.27% |
$2.88K - $2.98K
|
7.98K
$234K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
78.4K+ 14.55% |
$2.26M - $2.34M
|
617K
$18.1M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-48.5K- 2.11% |
$1.4M - $1.45M
|
2.25M
$66.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
122K+ 15.33% |
$3.51M - $3.63M
|
917K
$26.9M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 2.88% |
$211K - $218K
|
252K
$7.4M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20.4K- 2.88% |
$574K - $595K
|
688K
$20.2M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-143- 84.12% |
$4.03K - $4.18K
|
27
$792
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.8K- 50.0% |
$897K - $930K
|
31.8K
$934K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
635+ 1411.11% |
$17.9K - $18.6K
|
680
$20K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
9.3KNew |
$262K - $272K
|
9.3K
$273K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$389K - $403K
|
13.8K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
41.5K+ 58.46% |
$1.17M - $1.21M
|
112K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.9K- 86.36% |
$53.5K - $55.5K
|
300
$8.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-8.1K- 47.09% |
$228K - $237K
|
9.1K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.9K- 57.53% |
$279K - $289K
|
7.31K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-360- 6.74% |
$10.1K - $10.5K
|
4.99K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.1K+ 3.42% |
$1.1M - $1.14M
|
1.18M
$34.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
297+ 0.3% |
$8.37K - $8.68K
|
98.9K
$2.9M
|
|